# Senior Client Associate at Savvy

- Company: Savvy
- What the company does: Backed by Techstars.
- Type: Startups
- Level: Senior
- Location: Remote - US
- Work setup: Remote
- Pay: $65K to $75K base salary per year (USD)
- Posted: 2026-08-28
- Apply by: 2026-10-12
- Apply: https://jobs.ashbyhq.com/savvy/20f40b25-3250-4f74-a988-8759aa1326df
- Page: https://www.1752.vc/careers/jobs/savvy-senior-client-associate/

## About the role

The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional client service skills to drive impact in a fast-paced and growing environment. In this role, you’ll serve as a dedicated operational partner to multiple advisors, ensuring their clients receive exceptional day-to-day support. The ideal candidate is detail-oriented, an excellent problem-solver, and a strong communicator who can help foster long-term client relationships.

## What they're looking for

- 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer including experience interacting directly with clients AND advisors
- A high-energy, collaborative, and self-starter attitude, willing to roll up your sleeves and have an incredible ownership mentality
- Excellent interpersonal and communication skills
- Strong technical skills in Google Suite applications--Word, Excel, and Powerpoint-- and familiarity with the MS Office equivalents
- Detail-oriented and organized, with the ability to prioritize and juggle multiple tasks at once
- Adept at quickly learning and adopting new technologies

Tags: Advisor Services